Our Story

We founded Madison Wealth Managers in 2009. After gaining extensive experience in wire house environments such as UBS; Goldman Sachs; A.G. Edwards; and Merrill Lynch, our group of professionals sought the flexibility to provide for our clients without the need to consider proprietary products and corporation-driven goals.  Since its inception, Madison Wealth Managers has grown our team of advisors and support staff, and most recently, we relocated to a large custom office space to accommodate our growing needs.

The independent advisors who have chosen to align with Madison Wealth Managers share a common goal: to put our clients first. Through a variety of approaches, all Madison Wealth Managers, Financial Advisors, and Registered Representatives dive into clients' individual needs to cater advice and knowledge to each distinct situation.

 

 

In The News

 

Understanding inherited IRAs: Rules, options, and benefits

Wednesday, August 21, 2024 - Business Insider

Inherited IRAs hold an individual's inherited assets from a deceased person's IRA or 401(k). Inherited IRAs follow the same tax regulations as regular traditional and Roth IRAs. Non-spouse beneficiaries must withdraw assets within 10 years of the original owner's passing. Read more...

Find Freedom In Retirement With These Core Financial Principles

Monday, August 19, 2024 - Forbes

Investing takes time and discipline. There will be speed bumps along the road to financial independence. The following financial principles can help create a road map. Read more...

 

Market Month: July 2024 (Video)

Monday, August 12, 2024 - Broadridge Content

Find out more Read more...